Agent Revenue Insights

Finance command surface that helps teams visualize ARR forecasts, scenario planning, and high-confidence opportunities uncovered by revenue agents.

Features

  • Scenario Switching: Compare conservative, base, and stretch trajectories with one click
  • Opportunity Spotlight: Highlight segments with confidence scores, owners, and deltas
  • Inline Insights: Drop directly into chat threads for fast stakeholder reviews
  • Responsive Charts: SVG-based charting keeps SSR compatibility without extra dependencies

Examples

Quick Overview

Trailing 6 months

Revenue outlook

Annual recurring revenue

$12.9M+8.4%

base forecast

JanFebMarAprMayJun
View forecast values
Jan
9.8M
Feb
10.4M
Mar
11.2M
Apr
11.8M
May
12.4M
Jun
13.1M

Segments to watch

Scenario Planning

Enterprise ARR forecast

Revenue outlook

Annual recurring revenue

$13.9M+8.6%

base forecast

JanFebMarAprMayJun
View forecast values
Jan
9.8M
Feb
10.1M
Mar
10.5M
Apr
11.1M
May
11.7M
Jun
12.4M

Segments to watch

Chat Drop-In

Revenue Strategy Chat

Agent drops revenue module directly in the thread.

Give me a quick forecast for enterprise ARR this summer.
RV

Here’s the forecast we’re tracking. Base case is +8.6% with stretch levers aiming for +12%.

Trailing 6 months

Revenue outlook

Annual recurring revenue

$12.9M+8.4%

base forecast

JanFebMarAprMayJun
View forecast values
Jan
9.8M
Feb
10.4M
Mar
11.2M
Apr
11.8M
May
12.4M
Jun
13.1M

Segments to watch

Installation

npx shadcn@latest add "https://agents-ui.github.io/agents-kit/c/agent-revenue-insights.json"

API Reference

AgentRevenueInsights

PropTypeDefaultDescription
currentArrstring"$12.9M"Current ARR headline
arrChangestring"+8.4%"Change badge text
periodLabelstring"Trailing 6 months"Subtitle for header
forecastPointsRevenueForecastPoint[]Generated sample dataSeries for forecast chart
segmentInsightsRevenueSegmentInsight[]Sample segmentsHighlight rows for revenue opportunities
scenario"base" | "stretch" | "conservative""base"Active scenario tab
onRefresh() => void-Triggered when refresh button clicked
onScenarioChange(scenario) => void-Invoked when scenario tab is changed
onSegmentClick(segment) => void-Called when a segment card is clicked
classNamestring-Tailwind class overrides

RevenueForecastPoint

interface RevenueForecastPoint {
  label: string
  value: number
}

RevenueSegmentInsight

interface RevenueSegmentInsight {
  id: string
  segment: string
  arr: string
  trend: "up" | "down" | "flat"
  change: string
  confidence: number
  owner?: string
}

Design Notes

  • SVG chart keeps dependencies light and works in static exports
  • Button heights align with Input components elsewhere (h-9)
  • Scenario tabs use TabsList for consistent header alignment
  • Segment flyouts rely on dashed borders + transitions to match the kit aesthetic
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